Customer Sales & Service Consultant (Learnership)

Full job description

Key Performance Areas

Sales and Service

Acquire new customers and promote product education.

Drive digital adoption and ensure product activations.

Cross-sell complementary products and services.

Customer Engagement

Take ownership of customer interactions by identifying and fulfilling their needs.

Verify customer identity using internal systems and avoid unauthorized disclosures.

Perform required regulatory checks (FICA, POPIA, NCR).

Support customers with account origination and servicing.

Issue cards and respond to customer queries.

Refer complex or non-standard issues to the team leader.

Teamwork

Demonstrate a strong team spirit and a willingness to be guided by senior team members.

Collaborate effectively with team members to achieve shared goals.

Revenue and Retention

Achieve individual sales targets to contribute to business revenue.

Retain customers through excellent service and timely resolution of queries and complaints.

Reduce operational losses and account closures by following compliance protocols.

Compliance and Risk Management

Operate within FAIS guidelines, displaying honesty and integrity at all times.

Adhere to all regulatory requirements, including FICA, POPIA, NCR, and Treating Customers Fairly (TCF).

Escalate matters outside of scoring or decision limits to appropriate personnel.

Continuously contribute to improving customer experiences by identifying process enhancements.

Core Responsibilities

Convert leads into successful sales.

Educate customers on using digital and self-service channels.

Deliver exceptional service that reflects the brand’s promise of “HIGH FIVE”.

Prioritize onboarding and activation of new accounts.

Resolve customer issues promptly and professionally.

Meet or exceed benchmarked service levels and transactional targets.

Demonstrate values-aligned behavior and contribute to a positive team culture.

Take ownership of personal performance and development.

Stay adaptable to changing customer and business needs.

Complete all required training and maintain role-specific knowledge.

Performance Measures

Achievement of sales and service targets.

Positive service feedback and minimal complaints.

Full compliance with regulatory and operational requirements.

Prevention of operational losses and customer attrition.

What We’re Looking For

Minimum Requirements

Matric (Grade 12)

No previous experience required

Ideal Candidate Competencies

Strong customer orientation and ability to meet customer needs

Able to handle customer concerns with empathy and professionalism

Willingness to grow and learn continuously

Collaborative and team-oriented mindset

Proactive in adapting to changes and identifying improvements

High level of integrity, transparency, and ethical behavior

Understanding and adherence to regulatory requirements

Demonstrates initiative and accountability in achieving results

Builds strong, respectful, and inclusive relationships

Industries:Financial Services

Function: Telemarketing and Telecalling